Establish Your Organization's Charitable Gift Annuity Program With Endowment Partners.
A Charitable Gift Annuity (CGA) is a lifelong contract between a donor and a 501(c)(3) qualified public charity.
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Under this contractual agreement the donor makes a donation, and the qualified public charity invests the gift and pays the donor a fixed income for life.
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The annual payment to the donor is a fixed and predetermined amount based on their age, life expectancy, and whether there are one or two beneficiaries.
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At the end of the donor's life, the charity is entitled to the remainder of the gift. The target value of the gift at conclusion of the contract is 50% of the original value of the gift.
What We Do
Endowment Partners Family Philanthropy specializes in serving philanthropic families by offering our proprietary investment strategy that works to generate cash flow and mitigate downside risk in investment portfolios. Our firm can partner with you to establish and manage various types of philanthropic investment accounts including:
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Private Family Foundations
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Donor Advised Funds
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Charitable Trust Accounts
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Appreciated assets and concentrated stock positions earmarked for philanthropic causes
Partner With Us
Whether you are embarking on your philanthropic journey, or you are part of a multi-generational philanthropic family, we are here for you. As a client of Endowment Partners Family Philanthropy, you will gain a partner who will work to integrate your philanthropic goals into your overall financial plan. Our leadership becomes part of your personal team of advisors and will work with your existing team to identify the most tax-efficient giving strategies to meet your wealth management and philanthropic objectives. This collaboration will drive our decisions on the types of charitable vehicles best suited for your position, and the best philanthropic strategies to realize your impact and legacy goals.
What sets Endowment Partners Charitable Gift Office apart is that we go beyond investment management to offer our clients a comprehensive suite of services that are essential to fulfilling their objectives. These services include:
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Philanthropic financial planning and wealth guidance Tax-efficient giving strategies
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Strategic philanthropic planning
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Grant-making and impact tracking
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Private Foundation compliance
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Generational beneficiary and family engagement Legacy planning, and governance structure to ensure alignment with family values over time
Our team would be honored to host you for a private session where we can discuss how Endowment Partners Charitable Gift Office can assist in, not only managing your philanthropic assets, but also in providing expert advice on tax-efficient giving, developing your personal philanthropic strategy, and planning your lasting legacy.
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Please contact Heather Nepa to schedule a meeting withour philanthropic investment professionals to discuss yourorganization’s specific needs.